See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,091 | $100,801-46.3% | $149,696-63.9% | $73,409-26.3% |
| Participation rate | 42.2% | 77.7%-35.5pp | 82.5%-40.3pp | 72.2%-30.0pp |
| Annual return | 18.32% | 265.34%-247.0pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,171 | $3,312-64.6% | $4,644-74.8% | $2,234-47.6% |
| Participant deferral / active EE | $4,581 | $6,404-28.5% | $6,842-33.0% | $3,805+20.4% |
| Admin fee / account holder | $9 | $181-95.1% | $9,309-99.9% | $158-94.4% |